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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,689 hedge funds and large institutions have $39.2B invested in iShares S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 545 increasing their positions, 686 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,689
Holders Change
+42
Holders Change %
+2.55%
% of All Funds
24.43%
Holding in Top 10
185
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.6%
% of All Funds
2.68%
New
113
Increased
545
Reduced
686
Closed
51
Calls
$33.7M
Puts
$42.9M
Net Calls
-$9.2M
Net Calls Change
-$17.4M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$82.5M
2
Ameriprise
Ameriprise
Minnesota
+$40.8M
3
PA
Parallel Advisors
California
+$36.4M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$35M
5
SA
Sanctuary Advisors
Indiana
+$32.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$3.29B
2
Fidelity International
Fidelity International
Bermuda
-$380M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$340M
4
Goldman Sachs
Goldman Sachs
New York
-$282M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$242M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWMS
776
Dominguez Wealth Management Solutions
Virginia
$1.47M +$27.1K +283 +2%
Empower Advisory Group
777
Empower Advisory Group
Colorado
$1.47M -$304K -3,172 -17%
KWA
778
Kingswood Wealth Advisors
California
$1.47M +$463K +4,836 +46%
CCG
779
Catalina Capital Group
California
$1.44M +$124K +1,297 +9%
ES
780
Eagle Strategies
New York
$1.43M – – –
IWA
781
Inspirion Wealth Advisors
Illinois
$1.43M -$69.2K -723 -5%
ACM
782
Advisors Capital Management
New Jersey
$1.43M -$1.21M -12,626 -46%
CS
783
Capital Square
Tennessee
$1.42M +$32.5K +339 +2%
HCMG
784
Howard Capital Management Group
California
$1.42M – – –
WP
785
Westmount Partners
California
$1.42M +$479 +5 +0%
BWP
786
Balboa Wealth Partners
Arizona
$1.42M -$56.2K -587 -4%
FCA
787
FinTrust Capital Advisors
South Carolina
$1.41M -$95.9K -1,002 -6%
RFM
788
Royal Fund Management
Florida
$1.4M -$3.65M -38,079 -72%
IIC
789
Integrated Investment Consultants
Michigan
$1.39M +$133K +1,391 +11%
S
790
SignatureFD
Georgia
$1.39M -$4.5K -47 -0.3%
CA
791
Cornerstone Advisory
Maryland
$1.38M -$5.65K -59 -0.4%
NEPWA
792
New England Private Wealth Advisors
Massachusetts
$1.38M +$862 +9 +0.1%
PIM
793
Progressive Investment Management
Oregon
$1.38M – – –
CCM
794
Cambridge Capital Management
Illinois
$1.38M -$13.6K -142 -1%
JFG
795
JMG Financial Group
Illinois
$1.37M +$428K +4,472 +45%
BF
796
Blankinship & Foster
California
$1.37M – – –
TCBWMS
797
Texas Capital Bank Wealth Management Services
Texas
$1.36M -$551K -5,755 -29%
TIA
798
Tiemann Investment Advisors
California
$1.35M -$28.9K -302 -2%
BP
799
BBR Partners
New York
$1.35M – – –
CD
800
Chapin Davis
Maryland
$1.35M +$192 +2 +0%
30 31
32
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